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Spartan Planning & Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Spartan Planning & Wealth Management’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$180 Hold
6
– – ﹤0.01% 155
2022
Q3 		$0 Hold
6
– – ﹤0.01% 90
2022
Q2 		$0 Hold
6
– – ﹤0.01% 116
2022
Q1 		$0 Buy
+6
New +$230 ﹤0.01% 137

Other funds holding ESGE

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spartan Planning & Wealth Management's ESGE Position: Q4 2022 in Review

Spartan Planning & Wealth Management held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q4 2022 at 6 shares worth $180. The position accounts for ﹤0.01% of the portfolio, ranked #155.

Spartan Planning & Wealth Management first reported a position in ESGE in Q1 2022 and has held it in 4 quarters since. 517 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

  • Spartan Planning & Wealth Management held 6 shares of iShares ESG Aware MSCI EM ETF worth $180 as of Q4 2022.
  • Spartan Planning & Wealth Management left its iShares ESG Aware MSCI EM ETF share count unchanged in Q4 2022.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2022, its #155 holding.
  • Spartan Planning & Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 4 quarters since.
  • 517 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.